Qee cov khoom siv chip surprise manufacturers nrog rau huab software analytics tuam txhab uas muag muaj peev xwm ntawm qhov zoo tshaj plaws AI stocks, Nrog rau Nvidia (NVDA), hais tias Bank of America hauv tsab ntawv ceeb toom ntawm ChatGPT tshwm sim.
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"Tam sim no Big Tech tau koom nrog AI caj npab sib tw tsim lawv tus kheej ChatGPT-zoo li chatbots thiab koom nrog AI rau hauv lawv cov tshuab tshawb nrhiav," daim ntawv hais.
BofA tsab ntawv ceeb toom ntxiv: "Semiconductors/hardware/chip cov cuab yeej zoo li yuav tau txais txiaj ntsig vim tias kev cob qhia thiab kev ua haujlwm ntawm cov qauv lus loj xws li ChatGPT xav tau lub zog tseem ceeb hauv computer. Tsis tas li ntawd, huab software analytics kuj yog cov yeej los ntawm kev nce hauv cov ntaub ntawv ntim nrog rau cybersecurity raws li cov kev hem thawj digital tau dhau los ua ntau dua. "
Ntawm cov software AI cov khoom lag luam, BofA tsab ntawv ceeb toom taw qhia rau Tsev av (ADBE), Shutterstock (SSTK), NICE Systems (NICE) thiab kua ntoo (kua ntoo). Tsis tas li ntawm daim ntawv teev npe yog cov tuam txhab tshaj tawm hauv online Appier Group (APPIF), Tuam Tshoj lub tuam txhab cybersecurity QiAn Xin, UK-based data analytics firm Relx (RELX) thiab Palantir (PLTR).
"Cov haujlwm uas tuaj yeem cuam tshuam tau yog kev tshaj xov xwm (video, suab paj nruag, duab) vim AI-ntau yam, nrog cov ntawv hnyav thiab cov kev pabcuam dawb-cuam tshuam kev lag luam kom muaj peev xwm pom cov cua daj cua dub los ntawm txoj haujlwm automation," said BofA tsab ntawv ceeb toom, tshaj tawm hnub Tuesday.
Qhov zoo tshaj plaws AI Stocks
Hauv semiconductor / hardware AI stocks, BofA npe Nvidia, Taiwan's AIChip Technologies thiab Taiwan Semiconductor Manufacturing (TSMC). Ntxiv mus, nws ntxiv Tswv yim zoo (ATEY), data center networking gearmaker Arista tes hauj lwm (ANET), hoya ua (HAIV NEEG) thiab ASML tuav (ASML).
NVDA Tshuag belongs rau lub IB Leaderboard. ANET Tshuag qeb thib 28 hauv IBD 50 cov npe ntawm cov khoom lag luam loj hlob.
Microsoft (MSFT) tsis ntev los no nce nws ceg txheem ntseeg hauv kev pib OpenAI. Nws aims coj Google-niam txiv Cov tsiaj ntawv (GOOGL) hauv internet nrhiav.
Tsis tas li ntawd, ChatGPT tsuas yog ib qho ntawm ntau "generative AI" technologies uas yuav roil ib tug tswv ntawm kev lag luam. Cov thev naus laus zis no tsim cov ntawv nyeem, duab, video thiab computer programming code ntawm lawv tus kheej.
Lwm cov tuam txhab thev naus laus zis loj suav nrog hauv kev sib tw ntawm AI cov khoom lag luam suav nrog Meta Platforms (META), Kua (AAPL) thiab Suav teb Baidu (BIDU).
Shutterstock tau tuav ib hnub ua lag luam rau hnub Tuesday. Lub tuam txhab tau tshaj tawm kev koom tes nrog OpenAI, LG AI Research thiab Meta.
Ua raws li Reinhardt Krause hauv Twitter @reinhardtk_tech rau cov kev hloov tshiab ntawm 5G wireless, kev txawj ntse tsim, cybersecurity thiab huab xam.
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Tau qhov twg los: https://www.investors.com/news/technology/best-ai-stocks-chatgpt-bank-of-america/?src=A00220&yptr=yahoo